DFX Intelligence

J••• V••• S••••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor28 years in industry

J••• V••• S••••••••

Advisor at S••• V•••• P•••••••• L•••

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8daa1591-c83a-af19-867e-e91feea6537a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 29, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: S••• V•••• P•••••••• L•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Mar 24, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••• V•••• P•••••••• L•••	Other adviser	Jul 3, 2017	n/a	yes	SAN ANTONIO, TX	Current employment
I••••••••• P••••••••• I•••	Former SEC adviser	Feb 23, 2009	Jul 3, 2017	no	SAN ANTONIO, TX\|SAN ANTONIO, TX\|ENGLEWOOD, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• P••••••••• I•••	S••• V•••• P•••••••• L•••	Jul 3, 2017	Jul 3, 2017	0	Firm change	Other
A••••••• A•••• M••••••••• I•••	I••••••••• P••••••••• I•••	Feb 18, 2009	Feb 23, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
30184:139162:CO:2017-07-03	Jul 3, 2017	Jul 3, 2017	ENGLEWOOD, CO	Firm change

Relationships

Registered with (4)

→ S••• V•••• P•••••••• L•••Registered adviserregistration: current employment
Jul 3, 2017 to presentfactForm ADV
→ I••••••••• P••••••••• I•••Registered adviserregistration: previous registration
Feb 23, 2009 to Jul 3, 2017factForm ADV
→ A••••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Oct 25, 2004 to Feb 18, 2009factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8daa1591-c83a-af19-867e-e91feea6537a
First observed: Jun 29, 2000
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.